Insight Tag: Auditing
Mar 20, 2017
Blog
5 Methods For Procurement Success
Get to know the following five methods for federal procurement under the Uniform Grant Guidance.
Feb 23, 2017
Blog
Suitable Suggestions Are No Longer Suitable For Fiduciaries Under New Rule
The Fiduciary Rule is an attempt to require anyone providing investment advice for a retirement account (in exchange for compensation) to act as a fiduciary. Read on to learn more.
Feb 22, 2017
Blog
Full Disclosure
Now is the time to dust off your tax abatement agreements and take steps to comply with the GASB's current tax abatement disclosures reporting standard.
Jan 25, 2017
Blog
Exploring The Benefits Of A Plan Sponsor-TPA Relationship
It has never been more important than it is today to offer a company retirement plan to your employees; but doing so could potentially result in a lot of extra work. Read on to discover the solution.
Dec 15, 2016
Blog
‘Noteworthy Changes’ Shake Up Filing Requirements Among Plan Sponsors
Have you taken advantage of your chance to review advance copies of the 2016 Form 5500 to find out how the DOL's proposed changes will impact your business?
Nov 30, 2016
Blog
Plan Sponsors Must Now Accommodate Tighter IDR Deadlines
Late last month, the IRS issued a memo to its examiners regarding the process for handling information document requests (IDRs) in retirement plan audits. Read on to find out what has changed.
Oct 21, 2016
Blog
Ch-ch-ch-ch Changes On The Way For Form 5500 Filings
The DOL’s focus has been primarily on retirement plans, but that’s changing. Focus is shifting to health and welfare plans. Businesses that offer these plans should pay special attention to compliance.
Sep 2, 2016
Blog
Change Has Come!
The standards not-for-profit organizations use to prepare their financial statements have gone untouched for 20 years. But all that is about to change.
Jun 16, 2016
Blog
How Safe Is Your Plan Participants’ Data?
Retirement plan fiduciaries are held to a higher standard when it comes to protecting participant and beneficiary personal identifiable information. Find out how you can protect cybercriminals from breaching this sensitive data.
May 16, 2016
Blog
Department of Labor Finalizes Fiduciary Rule
The DOL released its final regulation to define who is expected to assume fiduciary responsibility of a retirement plan as determined by the Employee Retirement Income Security Act of 1974. Read on for tips to help you prepare.